We provide qualified high-net-worth clients, sophisticated investors and institutional investors a range of alternative investments — from physical commodities, land and property to fixed-income alternatives and special co-investment opportunities — from top-tier investment managers.

How It Fits Your Need
Alternative investments provide qualified investors with exposure to markets and investment strategies that cannot be accessed through traditional fixed income and equity markets. In addition to attractive risk-adjusted return potential, alternatives allow clients to diversify their portfolios by investment strategy, portfolio manager, industry sector, geography and liquidity needs. Financial Advisors use multi-dimensional allocation tools to evaluate the best use of alternatives in a given portfolio.

How our Investment Managers Are Selected
We rely on our extensive experience to identify, evaluate and thoroughly vet managers. Some of the measures we use include: performance, fidelity to investment style, expertise in the use of leverage and understanding of risk management. We offer investment solutions from some of the top firms in the field.